Charitable Lead Trust

Giving back to community and your loved ones

A Charitable Lead Trust helps you build a charitable fund with the Foundation for
Appalachian Ohio during the trust’s term. When the trust terminates, the remaining
assets are transferred to you or your heirs, often with significant transfer-tax savings.

How it works
• You transfer cash, appreciated stocks, real estate, or other assets into an irrevocable
charitable trust.

• We set up a fund in your name, in the name of your family or business, or in honor
of any person or organization you choose.

• Your Charitable Lead Trust pays the Foundation for Appalachian Ohio an annual
amount to build a charitable fund. You designate the trust to exist for a specified
number of years or until your death.

• You also designate your family or anyone you choose as the final beneficiary of your
trust.

• If you choose, you can stay involved in the good works your gift makes possible —
working with our professional program staff to support the causes and agencies you
care about most.

• We handle all the administrative details, issuing grant awards to charities in the name
of the fund you establish (if you prefer, grants can be made anonymously).

• Your gift can be placed into an endowment that is invested over time. Earnings from
your fund are used to make grants addressing community needs. Your gift — and all
future earnings from your gift — is a permanent source of community capital, helping to do good work forever.